AWM
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Avior Wealth Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Avior Wealth Management’s Portfolio ZECP Stock Details ZECP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-786
Closed -$23.9K – 2388
2024
Q4 		$23.9K Sell
786
-2,718
-78% -$84.9K ﹤0.01% 1371
2024
Q3 		$108K Buy
3,504
+75
+2% +$2.23K ﹤0.01% 867
2024
Q2 		$98.9K Sell
3,429
-100
-3% -$2.8K ﹤0.01% 865
2024
Q1 		$99.2K Sell
3,529
-7,321
-67% -$198K ﹤0.01% 968
2023
Q4 		$283K Sell
10,850
-67,309
-86% -$1.68M 0.02% 463
2023
Q3 		$1.88M Buy
78,159
+13,841
+22% +$346K 0.13% 129
2023
Q2 		$1.61M Buy
64,318
+17,370
+37% +$418K 0.1% 142
2023
Q1 		$1.11M Buy
+46,948
New +$1.09M 0.08% 183

Other funds holding ZECP

MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Avior Wealth Management's ZECP Position: Q1 2025 in Review

Avior Wealth Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2025, closing a stake of 786 shares — an estimated $23.9K sold.

Avior Wealth Management first reported a position in ZECP in Q1 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2023. 42 funds tracked by Wall St. Rank hold ZECP as of Q1 2025.

  • Avior Wealth Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 786 Zacks Earnings Consistent Portfolio ETF shares in Q1 2025, an estimated $23.9K.
  • Avior Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $1.88M in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.